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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

875 hedge funds and large institutions have $7.57B invested in Schwab US Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 332 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+28
Holders Change %
+3.31%
% of All Funds
12.66%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
1.04%
New
73
Increased
332
Reduced
335
Closed
32
Calls
$656K
Puts
$299K
Net Calls
+$357K
Net Calls Change
+$123K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$304M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$137M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.2M
4
TCM
Tradewinds Capital Management
Washington
+$27.7M
5
CWM
Campbell Wealth Management
Virginia
+$24.5M

Top Sellers

1
MFT
Moisand Fitzgerald Tamayo
Florida
-$24M
2
Creative Planning
Creative Planning
Kansas
-$17.8M
3
AWM
Apollon Wealth Management
South Carolina
-$17.7M
4
SW
Simplicity Wealth
New Jersey
-$16.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
776
CoreCap Advisors
Michigan
$84.3K +$84.3K +3,042 New
FFA
777
Founders Financial Alliance
North Carolina
$81.4K – – –
ADL
778
Asset Dedication LLC
California
$80K – – –
MBFW
779
Morton Brown Family Wealth
Pennsylvania
$79.8K – – –
MIM
780
Macroview Investment Management
Maryland
$77.4K +$1.25K +45 +2%
EFP
781
EnRich Financial Partners
Wisconsin
$74.5K -$166 -6 -0.2%
AA
782
Addison Advisors
Vermont
$74.3K – – –
CAL
783
Capital Analysts LLC
Pennsylvania
$71K +$13.7K +492 +24%
BIM
784
Breakwater Investment Management
Washington
$70.6K – – –
MFC
785
Morris Financial Concepts
South Carolina
$68.1K -$4.82K -174 -7%
M
786
MOTCO
Texas
$66.5K – – –
WSFS
787
Wilmington Savings Fund Society
Delaware
$66.5K +$66.5K +2,400 New
OC
788
Oakworth Capital
Alabama
$64.3K -$1.66K -60 -3%
GWSA
789
Global Wealth Strategies & Associates
Colorado
$61.1K +$13.4K +483 +28%
LWA
790
Lowe Wealth Advisors
Maryland
$58.8K – – –
IRC
791
Investors Research Corp
Georgia
$58.4K – – –
PCM
792
Palouse Capital Management
Washington
$53.2K – – –
SIM
793
Studio Investment Management
Illinois
$51.8K – – –
HFS
794
Hantz Financial Services
Michigan
$51K +$48.2K +1,725 +1,742%
SC
795
Stephens Consulting
Michigan
$50.4K – – –
KSWA
796
Kathleen S. Wright Associates
Pennsylvania
$46.1K – – –
OHWP
797
Oak Harbor Wealth Partners
North Carolina
$46.1K – – –
JHCP
798
Jackson Hole Capital Partners
Oklahoma
$45.7K – – –
NSIM
799
North Star Investment Management
Illinois
$43.6K +$249 +9 +0.6%
BlackRock
800
BlackRock
New York
$41.5K +$9.72K +351 +31%
30 31
32
33 34